1.Monitor new contact created
Integrate ClickFunnels Classic and lead forms to capture submission metadata and form fields for each new contact created.
Create CRM intake from new landing page opt-ins
Automatically monitor new funnel opt in contacts across ClickFunnels Classic, Zapier, and Neos. Create and update when qualifying submissions are detected, intake records are created, and unowned intakes are assignedβso you can protect intake review time without manual data entry.
How this automation creates CRM intake records
When funnel opt in contacts appear, manual review delays can slow downstream lead follow-up. This automation captures submission metadata and filters qualifying entries, then creates intake records and assigns unowned intakes in Neosβso your team can review faster.
ClickFunnels Classicor swap with your favorite app
2.Filter for qualifying records
Integrate Zapier and validation tools to filter for valid submissions or configured funnel steps before creating intake.
Filter by Zapieror swap with your favorite app
3.Create CRM intake in Neos
Integrate Neos and CRM intake queues to create intake records, map contact fields, and assign unowned intakes.
Neosor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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